STEP 1
Connect Agile CRM and Insightly
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Agile CRM and Insightly Integration
Build crm workflows between Agile CRM and Insightly on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about Agile CRM and Insightly
Detailed info you need to know about Agile CRM and Insightly integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Agile CRM to Insightly
Set up your Agile CRM and Insightly integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Agile CRM and Insightly nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Agile CRM and Insightly. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Agile CRM and Insightly work in WEXTL?
WEXTL exposes actions and triggers for Agile CRM and Insightly that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Insightly triggersAgile CRM actions
Insightly modules
- Create a ContactCreates a new contact.
- Create a File Attachment on a ContactCreates a new file attachment on a contact.
- Create a File Attachment on a LeadCreates a new file attachment on a lead.
- Create a File Attachment on an OrganisationCreates a new file attachment on an organisation.
- Create a LeadCreates a new lead.
- Create a Lead SourceCreates a new lead source.
- Create a Lead StatusCreates a new lead status.
- Create a Link on a ContactCreates a new link on a contact.
- Create a Link on an OrganisationCreates a new link on an organisation.
- Create a Merged Document for a ContactCreates a new merged document for a contact.
- Create a Merged Document for a LeadCreates a new merged document for a lead.
- Create a Merged Document for an OrganisationCreates a new merged document for an organisation.
- Create an Activity Set on a ContactCreates a new activity set on a contact.
- Create an Activity Set on a LeadCreates a new activity set on a lead.
- Create an Activity Set on an OrganisationCreates a new activity set on an organisation.
- Create an OpportunityCreates a new opportunity.
- Create an OrganisationCreates a new organisation.
- Create a Note on a ContactCreates a new note on a contact.
- Create a Note on a LeadCreates a new note on a lead.
- Create a Note on an OrganisationCreates a new note on an organisation.
- Create a Tag on a ContactCreates a new tag on a contact.
- Create a Tag on a LeadCreates a new tag on a lead.
- Create a Tag on an OrganisationCreates a new tag on an organisation.
- Delete a ContactDeletes a contact.
- Delete a Contact's Custom Image FieldDeletes a contact's custom image field.
- Delete a Contact's ImageDeletes a contact's image.
- Delete a LeadDeletes a lead.
- Delete a Lead's Custom Image FieldDeletes a lead's custom image field.
- Delete a Lead's ImageDeletes a lead's image.
- Delete a Lead SourceDeletes a lead source.
- Delete a Lead StatusDeletes a lead status.
- Delete a Link on a ContactDeletes a link on a contact.
- Delete a Link on an OrganisationDeletes a link on an organisation.
- Delete an OrganisationDeletes an organisation.
- Delete an Organisation's Custom Image FieldDeletes an organisation's custom image field.
- Delete an Organisation's ImageDeletes an organisation's image.
- Delete a Tag from a ContactDeletes a tag from a contact.
- Delete a Tag from a LeadDeletes a tag from a lead.
- Delete a Tag from an OrganisationDeletes a tag from an organisation.
- Follow a ContactStarts following a contact.
- Follow a LeadStarts following a lead.
- Follow an OrganisationStarts following an organisation.
- Get a ContactReturns a single contact.
- Get a Contact's Custom Image FieldReturns a contact's custom image field.
- Get a Contact's ImageReturns a contact's image.
- Get a Follow State for a ContactReturns a single follow state for a contact.
- Get a Follow State for a LeadReturns a single follow state for a lead.
- Get a Follow State for an OrganisationReturns a single follow state for an organisation.
- Get a LeadReturns a single lead.
- Get a Lead's Custom Image FieldReturns a lead's custom image field.
Agile CRM modules
- Create CompanyCreates a new company.
- Create ContactCreates a new contact.
- Create DealCreates a new deal.
- Delete CompanyDeletes a company.
- Delete ContactDeletes a contact.
- Delete DealDeletes a deal.
- Get CompanyReturns a single company by ID.
- Get ContactReturns a single contact by ID.
- Get DealReturns a single deal by ID.
- List CompaniesRetrieves a paginated list of companies.
- List ContactsRetrieves a paginated list of contacts.
- List DealsRetrieves a paginated list of deals.
- Make an API CallPerforms an arbitrary authorized API call.
- Update CompanyPartially updates a company.
- Update ContactPartially updates a contact.
- Update DealPartially updates a deal.
Frequently asked questions
Common questions about connecting Agile CRM and Insightly.
Connect your Agile CRM and Insightly accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Insightly's "Watch Contacts" fires, WEXTL can "Create Company" in Agile CRM. Agile CRM has 16 actions (including Create Company, Create Contact, and Create Deal); Insightly has 125 actions (including Create a Contact, Create a File Attachment on a Contact, and Create a File Attachment on a Lead). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Agile CRM-to-Insightly automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Agile CRM (or Insightly) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Agile CRM + Insightly automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Agile CRM and Insightly integration.
- Agile CRM and Insightly integration source code, module specs and credentials implementation.
- Our Agile CRM and Insightly integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Agile CRM and Insightly — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Agile CRM integration information
- Insightly integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library